Forum Discussion

DWPGINC's avatar
DWPGINC
Contributor 3
3 days ago

How Do You Track Service Agreement Members and Apply Member Pricing Automatically?

I'm really trying to structure a service agreement and to keep it contained within Jobber for simplicity. Things that I need Once I sell the membership we need to find a way to automatically ma...
software
Homeownership's avatar
Homeownership
Contributor 5
3 days ago

One thing I would add is a way to track the membership renewal or expiration date. It would be helpful if there was an alert before it expires so the customer doesn’t fall through the cracks and the team knows when it is time to follow up.